GSB Wealth Management’s UnitedHealth UNH Stock Holding History

GSB Wealth Management’s Portfolio UNH Stock Details UNH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$396K	Buy	1,463 +67	+5%	+$20K	0.09%	159
2025 Q4	$461K	Buy	1,396 +124	+10%	+$42K	0.1%	144
2025 Q3	$439K	Buy	+1,272	New	+$385K	0.1%	147
2025 Q1	–	Sell	-517	Closed	-$262K	–	238
2024 Q4	$262K	Buy	517 +6	+1%	+$3.41K	0.07%	189
2024 Q3	$299K	Hold	511	–	–	0.08%	180
2024 Q2	$260K	Buy	511 +1	+0.2%	+$490	0.07%	192
2024 Q1	$253K	Sell	510 -17	-3%	-$8.64K	0.07%	190
2023 Q4	$278K	Hold	527	–	–	0.09%	174
2023 Q3	$266K	Buy	527 +88	+20%	+$43.3K	0.09%	163
2023 Q2	$211K	Buy	+439	New	+$215K	0.07%	199
2022 Q3	–	Sell	-464	Closed	-$238K	–	203
2022 Q2	$238K	Hold	464	–	–	0.08%	192
2022 Q1	$237K	Hold	464	–	–	0.07%	202
2021 Q4	$233K	Buy	+464	New	+$210K	0.07%	208

Other funds holding UNH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

GSB Wealth Management's UNH Position: Q1 2026 in Review

GSB Wealth Management increased its UnitedHealth (UNH) stake by 4.8% in Q1 2026, buying an estimated $20K and bringing the position to 1,463 shares worth $396K. The position accounts for 0.09% of the portfolio, ranked #159.

GSB Wealth Management first reported a position in UNH in Q4 2021 and has held it in 13 quarters since. The position peaked at $461K in Q4 2025. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

GSB Wealth Management held 1,463 shares of UnitedHealth worth $396K as of Q1 2026.
GSB Wealth Management bought 67 UnitedHealth shares in Q1 2026, an estimated $20K.
UnitedHealth made up 0.09% of GSB Wealth Management's portfolio in Q1 2026, its #159 holding.
GSB Wealth Management first reported a position in UnitedHealth in Q4 2021 and has held it in 13 quarters since.
GSB Wealth Management's UnitedHealth position peaked at $461K in Q4 2025.
3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on GSB Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.